Wealthfront’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $2.83M | Buy |
19,596
+1,260
| +7% | +$182K | 0.03% | 96 |
|
|
2018
Q2 | $2.45M | Sell |
18,336
-6,568
| -26% | -$877K | 0.03% | 103 |
|
|
2018
Q1 | $3.65M | Buy |
24,904
+6,551
| +36% | +$961K | 0.04% | 81 |
|
|
2017
Q4 | $2.69M | Buy |
18,353
+371
| +2% | +$54.4K | 0.03% | 90 |
|
|
2017
Q3 | $2.49M | Buy |
17,982
+6,208
| +53% | +$861K | 0.03% | 89 |
|
|
2017
Q2 | $1.73M | Sell |
11,774
-1,708
| -13% | -$251K | 0.03% | 108 |
|
|
2017
Q1 | $2.24M | Buy |
13,482
+2,697
| +25% | +$449K | 0.04% | 75 |
|
|
2016
Q4 | $1.71M | Buy |
10,785
+2,310
| +27% | +$367K | 0.04% | 82 |
|
|
2016
Q3 | $1.29M | Buy |
8,475
+1,786
| +27% | +$271K | 0.03% | 85 |
|
|
2016
Q2 | $971K | Buy |
6,689
+2,090
| +45% | +$303K | 0.03% | 98 |
|
|
2016
Q1 | $666K | Sell |
4,599
-4,187
| -48% | -$606K | 0.02% | 118 |
|
|
2015
Q4 | $1.16M | Sell |
8,786
-3,600
| -29% | -$474K | 0.04% | 78 |
|
|
2015
Q3 | $1.72M | Buy |
12,386
+5,068
| +69% | +$703K | 0.07% | 57 |
|
|
2015
Q2 | $1.14M | Buy |
7,318
+2,135
| +41% | +$332K | 0.05% | 52 |
|
|
2015
Q1 | $795K | Buy |
5,183
+1,417
| +38% | +$217K | 0.04% | 51 |
|
|
2014
Q4 | $578K | Sell |
3,766
-1,497
| -28% | -$230K | 0.03% | 63 |
|
|
2014
Q3 | $955K | Buy |
5,263
+2,067
| +65% | +$375K | 0.07% | 36 |
|
|
2014
Q2 | $576K | Buy |
3,196
+554
| +21% | +$99.8K | 0.05% | 34 |
|
|
2014
Q1 | $491K | Buy |
+2,642
| New | +$491K | 0.06% | 24 |
|